Post-Exit Planning Video 8-Building a Family Legacy Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 6: Post-Exit Planning, which focuses on building a family legacy.
This is the final part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on October 25, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018.
https://youtu.be/f4UNcSozmVE
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Post-Exit Planning Video 7-Volunteering, Living Healthier Please join Wayne M. Zell, Esq. for this 7th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including volunteerism and living healthier.
This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on October 25, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018.
https://youtu.be/RdHi2qCVnVk
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Post-Exit Planning Video 6-New Retirement Options Please join Wayne M. Zell, Esq. for this 6th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including discussion of job opportunities for seniors.
This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on October 25, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018.
https://youtu.be/99fOrScF4HE
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Post-Exit Planning Video 5-Managing Post-Retirement Risks (cont’d) Please join Wayne M. Zell, Esq. for this 5th of eight videos of Episode 6: Post-Exit Planning, which concludes discussion of managing post-retirement risks, with extensive consideration of avoiding the effects of bad advice and fraud.
This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on October 25, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018.
https://youtu.be/d7c941K5NQU
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Post-Exit Planning Video 4-Managing Post-Retirement Risks (cont’d) Please join Wayne M. Zell, Esq. for this 4th of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including loss of ability to live independently, change in housing needs, death or divorce of spouse and unforeseen needs.
This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on October 25, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018.
https://youtu.be/lydKjV1yr2c
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Post-Exit Planning Video 3-Managing Post-Retirement Risks (cont’d.) Please join Wayne M. Zell, Esq. for this 3rd of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including business continuity, employment, public policy (i.e., tax, Medicare, Medicaid) and other risks.
This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on October 25, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018.
https://youtu.be/9S25XjYiGdo
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Post-Exit Planning Video 2-Managing Post Retirement Risks Please join Wayne M. Zell, Esq. for this 2nd of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including longevity, inflation, interest rate, and stock market risks.
This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on October 25, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018.
https://youtu.be/3KFBhKZc8yU
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Post-Exit Planning Video 1-Overview Please join Wayne M. Zell, Esq. for this 1st of eight videos of Episode 6: Post-Exit Planning, which provides an overview of the opportunities and challenges following a successful exit..
This is the first part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on October 25, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018.
https://youtu.be/NvQ2AD3HFRw
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Anatomy of an Acquisition Video 10-Employment and Other Agreements Please join Wayne M. Zell, Esq. for this 9th of ten videos of Episode 5: Anatomy of an Acquisition, which focuses on employment and other key agreements that are critical parts of the acquisition.
This is the final part of the 5th of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on September 20, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018.
https://youtu.be/AXgOHpNtbEw
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Events

Attend “Anatomy of a Merger/Acquisition” on September 20th Wayne Zell will be hosting his 5th Breakfast Briefing of 2017, entitled “Anatomy of a Merger/Acquisition” at the offices of Odin, Feldman & Pittleman, P.C. from 7:30-9am on September 20th. If you are interested in attending, please click here to register.